Snyder Capital Management L P Has $86.13 Million Stock Position in The Charles Schwab Corporation $SCHW

Snyder Capital Management L P lifted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 42.8% during the third quarter, HoldingsChannel reports. The firm owned 902,154 shares of the financial services provider’s stock after acquiring an additional 270,508 shares during the quarter. Charles Schwab makes up 1.6% of Snyder Capital Management L P’s investment portfolio, making the stock its 19th largest position. Snyder Capital Management L P’s holdings in Charles Schwab were worth $86,129,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in SCHW. West Branch Capital LLC bought a new stake in Charles Schwab during the third quarter worth $27,000. Redmont Wealth Advisors LLC bought a new position in shares of Charles Schwab in the 3rd quarter valued at about $34,000. Evelyn Partners Asset Management Ltd acquired a new position in shares of Charles Schwab during the 2nd quarter worth about $33,000. Howard Hughes Medical Institute bought a new stake in shares of Charles Schwab in the 2nd quarter valued at about $34,000. Finally, Steph & Co. raised its holdings in shares of Charles Schwab by 74.7% in the 3rd quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock valued at $37,000 after purchasing an additional 165 shares during the period. 84.38% of the stock is owned by institutional investors.

Analysts Set New Price Targets

SCHW has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a report on Thursday, January 22nd. Raymond James Financial reiterated an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a research note on Monday, January 5th. Wolfe Research set a $120.00 target price on Charles Schwab in a report on Monday, January 12th. Morgan Stanley raised their price target on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. Finally, TD Cowen upped their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $115.95.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, General Counsel Peter J. Morgan III sold 7,595 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Christopher V. Dodds sold 11,825 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the transaction, the director directly owned 449,406 shares of the company’s stock, valued at $46,985,397.30. This trade represents a 2.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 398,257 shares of company stock valued at $41,001,365. 6.30% of the stock is currently owned by insiders.

Charles Schwab Price Performance

NYSE:SCHW opened at $96.04 on Thursday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The firm has a market cap of $168.28 billion, a price-to-earnings ratio of 20.61, a P/E/G ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50. The firm’s 50-day simple moving average is $100.01 and its 200 day simple moving average is $96.46.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. The company had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same period last year, the firm earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a dividend of $0.32 per share. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s dividend payout ratio is currently 27.47%.

Charles Schwab News Summary

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: Schwab reported total client assets of $12.2 trillion for January 2026 (up ~18% YoY), core net new assets of $27.8B and new brokerage accounts rising 10% to 476,000 — evidence of ongoing client acquisition and asset growth that supports long‑term revenue and fee potential. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab closed the all‑cash acquisition of Forge Global (~$660M), expanding its private‑markets offering and giving retail, RIA and UHNW clients access to pre‑IPO and alternative investments — a strategic revenue and cross‑sell catalyst. Schwab Completes Forge Global Buyout, Boosts Private Markets Offering
• Positive Sentiment: Analysts remain constructive (multiple firms raised price targets recently) and Schwab reiterated FY2026 guidance (5.700–5.800 EPS), supporting expectations for improving net interest income and earnings power.
• Positive Sentiment: Dividend was increased (most recent quarterly payout $0.32 vs. $0.27 prior), reinforcing a shareholder‑friendly capital return narrative. Charles Schwab stock (MarketBeat)
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — useful for management to detail strategy and estimates but not an immediate earnings driver. Schwab Announces Its Institutional Investor Day
• Neutral Sentiment: Regional expansion and office moves (South Florida, San Francisco follow‑ups) signal footprint growth and hiring but are not near‑term earnings catalysts. Charles Schwab’s local leader talks South Florida expansion
• Negative Sentiment: Insider selling has been reported (Paul Woolway sold multiple tranches recently), which can spook short‑term sentiment even if individual sales have benign explanations. Charles Schwab (NYSE:SCHW) Insider Sells 6,126 Shares
• Negative Sentiment: Social‑media driven AI disruption fears have pressured Schwab shares recently (commentary flagged a multi‑day pullback), creating volatile sentiment despite management’s message that Schwab is adopting AI to help advisors. Charles Schwab Stock (SCHW) Opinions on AI Disruption Fears

Charles Schwab Company Profile

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.